Caterpillar Inc
CAT- Exchange
- NYSE
- Industry
- Construction Machinery & Equip
- SEC CIK
- 0000018230
In the last 90 days, Caterpillar Inc insiders filed 0 open-market purchases and 1 sale; 4,070 institutions reported holding it in 13F filings for Q2 2026, worth $351.1B in total; 5 superinvestors hold it, including Gates Foundation Trust and Markel Group.
13F holders, Q2 2022
Institutional positions in Caterpillar Inc as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,077
- −70 vs. Q1 2022
- Shares held
- 366.7M
- +281.9K (+0.1%) vs. Q1 2022
- Total value
- $65.6B
- −$15.9B (−19.5%) vs. Q1 2022
- New holders
- 115
- 827 more added
- Sold out
- 185
- 797 more reduced
29 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $88.0B |
| Q1 2023 | 2,284 | $82.6B |
| Q4 2022 | 2,287 | $87.1B |
| Q3 2022 | 1,992 | $59.2B |
| Q2 2022 | 2,077 | $65.6B |
| Q1 2022 | 2,176 | $82.0B |
| Q4 2021 | 2,161 | $74.9B |
| Q3 2021 | 1,943 | $71.1B |
| Q2 2021 | 2,028 | $82.0B |
| Q1 2021 | 2,015 | $88.0B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 3,880 | $694.0K | 0.05% | +3,880 | New |
| BancorpSouth Bank | 3,895 | $696.0K | 0.10% | −278−6.7% | Reduced |
| Lindbrook Capital, LLC | 3,908 | $699.0K | 0.12% | +258+7.1% | Added |
| Aspen Investment Management Inc | 3,927 | $702.0K | 0.44% | −10.0% | Reduced |
| Norwood Financial Corp | 3,930 | $703.0K | 1.20% | 00.0% | Unchanged |
| Penobscot Wealth Management | 3,935 | $703.0K | 0.69% | +96+2.5% | Added |
| WealthTrust Asset Management, LLC | 3,932 | $703.0K | 0.66% | +3,932 | New |
| Argent Advisors, Inc. | 3,939 | $704.0K | 0.40% | −310−7.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,937 | $704.0K | 0.36% | −228−5.5% | Reduced |
| Texas Capital Bancshares Inc | 3,948 | $706.0K | 0.53% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,947 | $706.0K | 0.06% | +476+13.7% | Added |
| Gradient Investments LLC | 3,961 | $708.0K | 0.02% | +25+0.6% | Added |
| Harbor Investment Advisory, LLC | 3,964 | $709.0K | 0.11% | +20+0.5% | Added |
| Werlinich Asset Management, LLC | 3,975 | $710.6K | 0.66% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,976 | $711.0K | 0.30% | −21−0.5% | Reduced |
| Live Oak Private Wealth LLC | 3,981 | $712.0K | 0.15% | +900+29.2% | Added |
| Telos Capital Management, Inc. | 3,998 | $715.0K | 0.11% | −15−0.4% | Reduced |
| Saybrook Capital | 4,000 | $715.0K | 0.23% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,003 | $716.0K | 0.06% | +169+4.4% | Added |
| Montis Financial, LLC | 4,011 | $717.0K | 0.67% | −5−0.1% | Reduced |
| Field & Main Bank | 4,013 | $717.0K | 0.46% | +483+13.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,020 | $719.0K | 0.60% | −55−1.3% | Reduced |
| Puzo Michael J | 4,025 | $720.0K | 0.26% | 00.0% | Unchanged |
| Cordasco Financial Network | 4,034 | $721.0K | 0.52% | +160+4.1% | Added |
| Washington Trust Co | 4,042 | $723.0K | 0.03% | +18+0.4% | Added |
| Bridges Investment Management Inc | 4,050 | $724.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,054 | $725.0K | 0.15% | +1,228+43.5% | Added |
| Insight Advisors, LLC | 3,987 | $726.0K | 0.25% | −604−13.2% | Reduced |
| IVC Wealth Advisors LLC | 4,067 | $727.0K | 0.56% | −23−0.6% | Reduced |
| Gilbert & Cook, Inc. | 4,069 | $727.0K | 0.13% | +147+3.7% | Added |
| Mayflower Financial Advisors, LLC | 4,070 | $728.0K | 0.11% | −10.0% | Reduced |
| Rockland Trust Co | 4,104 | $734.0K | 0.05% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 4,112 | $735.0K | 0.05% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,135 | $739.0K | 0.04% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 3,990 | $739.0K | 0.50% | +3,990 | New |
| Windsor Group LTD | 4,297 | $740.0K | 0.19% | −3,833−47.1% | Reduced |
| Dana Investment Advisors, Inc. | 4,145 | $741.0K | 0.04% | −3,728−47.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 4,270 | $742.0K | 0.23% | +20+0.5% | Added |
| RMB Capital Management, LLC | 4,154 | $743.0K | 0.03% | −6−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 4,185 | $748.0K | 0.03% | +38+0.9% | Added |
| Providence First Trust Co | 4,189 | $749.0K | 0.42% | −390−8.5% | Reduced |
| Amussen Hunsaker Associates LLC | 4,193 | $749.0K | 0.21% | −10.0% | Reduced |
| Southeast Asset Advisors Inc. | 4,194 | $750.0K | 0.12% | +8+0.2% | Added |
| Navellier & Associates Inc | 4,200 | $751.0K | 0.16% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,207 | $752.0K | 0.11% | −140−3.2% | Reduced |
| Farmers National Bank | 4,209 | $752.4K | 0.29% | +380+9.9% | Added |
| West Oak Capital, LLC | 4,215 | $753.0K | 0.40% | −215−4.9% | Reduced |
| Birch Hill Investment Advisors LLC | 4,214 | $753.0K | 0.05% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,220 | $754.0K | 0.05% | +4,220 | New |
| Sutton Wealth Advisors Inc. | 4,237 | $757.4K | 0.30% | −6−0.1% | Reduced |
| Birinyi Associates Inc | 4,250 | $760.0K | 0.34% | 00.0% | Unchanged |
| Solstein Capital, LLC | 4,269 | $763.0K | 0.58% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 4,286 | $766.0K | 0.06% | +2,534+144.6% | Added |
| Sit Investment Associates Inc | 4,300 | $769.0K | 0.02% | 00.0% | Unchanged |
| RS Crum Inc. | 4,305 | $770.0K | 0.39% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,313 | $771.0K | 0.59% | −24−0.6% | Reduced |
| Old Mission Investment Co LLC | 4,324 | $773.0K | 0.34% | +192+4.6% | Added |
| Belpointe Asset Management LLC | 4,332 | $775.0K | 0.05% | −4,569−51.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,348 | $777.0K | 0.59% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,372 | $782.0K | 0.32% | −245−5.3% | Reduced |
| Adviser Investments LLC | 4,384 | $784.0K | 0.05% | +20.0% | Added |
| Heck Capital Advisors, LLC | 4,398 | $786.2K | 0.16% | −297−6.3% | Reduced |
| High Falls Advisors, Inc | 4,409 | $788.0K | 0.24% | −1,096−19.9% | Reduced |
| Biltmore Family Office, LLC | 4,412 | $789.0K | 0.20% | −250−5.4% | Reduced |
| Cypress Capital Group | 4,420 | $790.0K | 0.12% | +166+3.9% | Added |
| FinTrust Capital Advisors, LLC | 4,430 | $791.0K | 0.20% | +225+5.4% | Added |
| LexAurum Advisors, LLC | 4,431 | $792.0K | 0.30% | +10+0.2% | Added |
| Vigilant Capital Management, LLC | 4,465 | $798.0K | 0.07% | −10−0.2% | Reduced |
| Select Asset Management & Trust | 4,472 | $799.0K | 0.86% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,476 | $800.0K | 0.03% | −149−3.2% | Reduced |
| Choate Investment Advisors | 4,472 | $800.0K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,477 | $800.0K | 0.08% | +103+2.4% | Added |
| Am Investment Strategies LLC | 4,487 | $802.0K | 0.28% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 4,509 | $806.0K | 0.83% | +61+1.4% | Added |
| Optimum Investment Advisors | 4,520 | $808.0K | 0.40% | −10−0.2% | Reduced |
| Westhampton Capital, LLC | 4,525 | $809.0K | 0.57% | 00.0% | Unchanged |
| City State Bank | 4,544 | $812.0K | 0.57% | −47−1.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 4,558 | $815.0K | 0.10% | −152−3.2% | Reduced |
| Orleans Capital Management Corp | 4,585 | $820.0K | 0.61% | −1,570−25.5% | Reduced |
| Journey Advisory Group, LLC | 4,206 | $820.0K | 0.19% | +901+27.3% | Added |
| Seeyond | 4,598 | $821.0K | 0.09% | +814+21.5% | Added |
| Trustmark National Bank Trust Department | 4,598 | $822.0K | 0.07% | −164−3.4% | Reduced |
| Bessemer Securities LLC | 4,603 | $823.0K | 0.29% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 4,618 | $825.0K | 0.12% | +532+13.0% | Added |
| Echo Street Capital Management LLC | 4,655 | $832.0K | 0.01% | +40+0.9% | Added |
| Old West Investment Management, LLC | 4,658 | $832.0K | 0.58% | +4,658 | New |
| Jackson Square Capital, LLC | 4,667 | $834.0K | 0.35% | +50+1.1% | Added |
| Summit Financial Group Inc | 4,667 | $835.0K | 0.32% | −180−3.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,673 | $835.0K | 0.08% | −93−2.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,712 | $842.0K | 0.32% | 00.0% | Unchanged |
| Investment House LLC | 4,728 | $845.0K | 0.07% | 00.0% | Unchanged |
| Farmers Trust Co | 4,740 | $847.0K | 0.20% | −45−0.9% | Reduced |
| Financial Advocates Investment Management | 4,756 | $850.0K | 0.07% | −5,784−54.9% | Reduced |
| RFG Advisory, LLC | 4,589 | $851.0K | 0.05% | +3+0.1% | Added |
| Investment Partners, Ltd. | 4,770 | $853.0K | 0.42% | +6+0.1% | Added |
| Capital Investment Advisory Services, LLC | 4,772 | $853.0K | 0.10% | +120+2.6% | Added |
| Allen Capital Group, LLC | 4,775 | $854.0K | 0.17% | −11−0.2% | Reduced |
| River & Mercantile Asset Management LLP | 4,790 | $856.0K | 0.15% | −500−9.5% | Reduced |
| AGF Investments LLC | 4,789 | $856.0K | 0.08% | +4,066+562.4% | Added |
| IHT Wealth Management, LLC | 4,796 | $857.0K | 0.08% | −56−1.2% | Reduced |